Split-dollar Life Insurance ✦ Simple & Real

Split-dollar life insurance is not a specific type of insurance policy, but rather a between two parties—typically an employer and an executive—to share the costs, ownership, and benefits of a permanent life insurance policy. Core Mechanisms

: Defines whether the employer or employee owns the policy. split-dollar life insurance

Split Dollar Life Insurance Using Economic Benefit or Loan Regime Split-dollar life insurance is not a specific type

: Ensures the funding party (employer) recovers its contributions from the policy's cash value or death benefit. Common Structures split-dollar life insurance